Sage Investment Counsel’s Lockheed Martin LMT Stock Holding History

Sage Investment Counsel’s Portfolio LMT Stock Details LMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$293K	Hold	575	–	–	0.29%	87
2026 Q1	$348K	Hold	575	–	–	0.39%	71
2025 Q4	$278K	Hold	575	–	–	0.31%	92
2025 Q3	$287K	Hold	575	–	–	0.32%	87
2025 Q2	$266K	Hold	575	–	–	0.31%	83
2025 Q1	$257K	Hold	575	–	–	0.33%	89
2024 Q4	$279K	Buy	+575	New	+$313K	0.36%	82

Other funds holding LMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sage Investment Counsel's LMT Position: Q2 2026 in Review

Sage Investment Counsel held its Lockheed Martin (LMT) position steady in Q2 2026 at 575 shares worth $293K. The position accounts for 0.29% of the portfolio, ranked #87.

Sage Investment Counsel first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $348K in Q1 2026. 1,471 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Sage Investment Counsel held 575 shares of Lockheed Martin worth $293K as of Q2 2026.
Sage Investment Counsel left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.29% of Sage Investment Counsel's portfolio in Q2 2026, its #87 holding.
Sage Investment Counsel first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
Sage Investment Counsel's Lockheed Martin position peaked at $348K in Q1 2026.
1,471 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.